| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 123 | 567,924 | VOO, VEA, VYM, VIG | 13F-HR | 5/15/2025 | 000176751325000002 |
| Q4 2024 | 329 | 563,909 | VOO, VEA, VIG, VYM | 13F-HR | 1/31/2025 | 000176751325000001 |
| Q3 2024 | 99 | 552,755 | VOO, VEA, VIG, VYM | 13F-HR | 10/28/2024 | 000176751324000006 |
| Q2 2024 | 93 | 514,366 | VOO, VEA, VIG, VYM | 13F-HR | 7/17/2024 | 000176751324000004 |
| Q1 2024 | 93 | 497,935 | VOO, VEA, VYM, VIG | 13F-HR | 4/25/2024 | 000176751324000003 |
| Q4 2023 | 93 | 463,190 | VOO, VEA, VIG, VYM | 13F-HR | 2/12/2024 | 000176751324000001 |
| Q3 2023 | 95 | 429,392 | VOO, VEA, BSV, VIG | 13F-HR | 11/9/2023 | 000176751323000007 |
| Q2 2023 | 99 | 438,194 | VOO, VEA, VIG, BSV | 13F-HR | 8/7/2023 | 000176751323000004 |
| Q1 2023 | 99 | 411,895 | VOO, VEA, BSV, VYM | 13F-HR | 5/10/2023 | 000176751323000002 |
| Q4 2022 | 101 | 393,108 | VOO, VEA, BSV, VYM | 13F-HR | 1/27/2023 | 000176751323000001 |
| Q3 2022 | 107 | 392,312 | VOO, VEA, BSV, BNDX | 13F-HR | 10/31/2022 | 000176751322000007 |
| Q2 2022 | 116 | 413,887 | VOO, VEA, BSV, BNDX | 13F-HR | 7/27/2022 | 000176751322000005 |
| Q1 2022 | 114 | 452,272 | VOO, VEA, BSV, BNDX | 13F-HR | 5/5/2022 | 000176751322000004 |
| Q4 2021 | 69 | 419,279 | VOO, VEA, BSV, BNDX | 13F-HR | 2/9/2022 | 000176751322000003 |
| Q3 2021 | 113 | 423,977 | VOO, VEA, BSV, BNDX | 13F-HR | 11/4/2021 | 000176751321000008 |
| Q2 2021 | 105 | 410,682 | VOO, VEA, BNDX, BSV | 13F-HR | 8/2/2021 | 000176751321000007 |
| Q1 2021 | 305 | 392,523 | IVV, VEA, BNDX, BSV | 13F-HR | 5/5/2021 | 000176751321000003 |
| Q4 2020 | 303 | 353,408 | IVV, VEA, BNDX, BSV | 13F-HR | 2/4/2021 | 000176751321000001 |
| Q3 2020 | 310 | 304,771 | IVV, VEA, BNDX, BSV | 13F-HR | 10/27/2020 | 000176751320000004 |
| Q2 2020 | 315 | 283,141 | IVV, IEFA, IJH, BNDX | 13F-HR | 7/22/2020 | 000176751320000003 |
| Q1 2020 | 317 | 230,890 | IVV, IEFA, IJH, VNQ | 13F-HR | 4/22/2020 | 000176751320000002 |
| Q4 2019 | 370 | 306,180 | IVV, IEFA, IJH, VNQ | 13F-HR | 2/7/2020 | 000176751320000001 |
| Q3 2019 | 362 | 282,318 | IVV, IEFA, IJH, VNQ | 13F-HR | 11/7/2019 | 000176751319000007 |
| Q2 2019 | 358 | 273,972 | IVV, IEFA, IJH, VNQ | 13F-HR | 8/16/2019 | 000176751319000006 |
| Q1 2019 | 343 | 267,661 | IVV, IEFA, IJH, VNQ | 13F-HR | 5/14/2019 | 000176751319000004 |
| Q4 2018 | 421 | 239,826 | IVV, IEFA, IJH, VNQ | 13F-HR | 2/14/2019 | 000176751319000002 |